Successful Investing Looks Forward
January 25, 2023The life expectancy of companies in the Standard and Poors’ has decreased dramatically over the last fifty years. One such example is Eastman Kodak,...
Read onFuture Planning versus Financial Planning
Future planning and financial planning differ from one another in a few ways. For one, financial planning assumes a static economy, while future planning assumes a more dynamic economy. Second, financial planning does not account for “black swan” events that can’t be predicted, such as the pandemic. It also bases its probability for returns on a Monte Carlo simulation using the bell curve. Future planning rejects the notion that returns occur on a bell curve.
At AFC we assess the gap between where you are and where you’d like to be. By looking at your circumstances, goals, and risk tolerance, we build a portfolio that suits your needs.
When done properly, the 401(k) becomes an investment in the company that can increase the bottom line.
Abigail Johnson, CEO Fidelity Investments
The life expectancy of companies in the Standard and Poors’ has decreased dramatically over the last fifty years. One such example is Eastman Kodak,...
Read onGood riddance to 2022. It was a rotten year. I am not happy with the results, but we learned from 2008 and 2000 that these times do not last. I rest...
Read onThe answer is almost for sure “yes and no”. Yes and No? There are certain industries that have already entered a recession and see no sign of that...
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